Institutions / Founders Grove Wealth Partners, LLC

Founders Grove Wealth Partners, LLC

CIK 2046157 · Institution · as of Dec 31, 2025

Portfolio value

$444.61M

Positions

151

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 151 →

Company	Class	Value	Shares	% of portfolio
Vanguard Tax-Managed Fds	—	$34.26M	548,491	7.7%
SPDR Series Trust	—	$23.64M	258,693	5.3%
Vanguard Index Fds	—	$21.32M	43,711	4.8%
Vanguard World Fd	—	$19.63M	26,037	4.4%
ELI LILLY & Co	—	$18.71M	17,414	4.2%
Vanguard Index Fds	—	$14.77M	46,933	3.3%
iShares Tr	—	$13.95M	113,208	3.1%
Vanguard Bd Index Fds	—	$12.26M	245,918	2.8%
iShares Tr	—	$11.66M	116,691	2.6%
Select Sector SPDR Tr	—	$10.56M	73,366	2.4%
Vanguard Scottsdale Fds	—	$9.73M	162,303	2.2%
BlackRock ETF Trust II	—	$9.48M	179,651	2.1%
Vanguard Index Fds	—	$9.28M	14,794	2.1%
Apple Inc.	—	$9.24M	33,999	2.1%
Vanguard Index Fds	—	$8.31M	43,499	1.9%
Vanguard Intl Equity Index F	—	$8.18M	152,077	1.8%
Vanguard World Fd	—	$8.08M	20,516	1.8%
Microsoft Corp	—	$7.73M	15,984	1.7%
Vanguard World Fd	—	$7.54M	56,494	1.7%
Vanguard World Fd	—	$7.40M	25,709	1.7%
Vanguard Whitehall Fds	—	$7.32M	50,977	1.6%
Vanguard World Fd	—	$7.08M	23,735	1.6%
iShares Tr	—	$5.84M	88,519	1.3%
iShares Tr	—	$5.69M	26,811	1.3%
Vanguard Index Fds	—	$5.41M	18,652	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.